Friday, January 31st, 2025 A topical newsletter from PLANSPONSOR Plan Benchmarking Benchmarking retirement plans is key for ERISA compliance and for overall competitiveness. These stories explore what plan sponsors need to know about it. SPONSORED AD Compliance An Accurate Measurement of Retirement Readiness Means Looking Beyond Averages Frequent plan benchmarking is a useful way to measure participants’ retirement readiness, but a deeper analysis of demographics and financial wellness is key to developing the full picture. Administration Retirement Plan Benchmarking: ‘More Art Than Science’ Experts say ongoing monitoring of retirement plans to ensure they maintain competitive offerings should be more nuanced than merely looking at costs and investment performance. ADMINISTRATION The Why, What and How of Plan Benchmarking A review of some of the methods and mechanisms retirement plan sponsors can use to determine how their plan’s costs… SURVEY 2025 DC Survey: Plan Benchmarking Sponsors can use the report to compare their plan features and governance with peers’, for self-assessment and self-improvement. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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